These are strong companies (most will be Green; a few Orange) with attractive upside potential. If you invest 50% of your total surplus to the Direct Stocks Portfolio you make a 5% allocation to each of the 10 stocks. You have greater
control and flexibility to manage this portfolio and thus, ensure enhanced returns.
Funds are not recommended based on past returns. They are selected for their strong portfolio and consistent performance (rolling returns). Finally, as the investment is made lumpsum (in one go), recommended funds have an attractive upside potential i.e. they are very likely to deliver inflation-beating returns over the next 3 years.
SIP your monthly savings in a set of diversified funds
A set of funds is recommended to ensure diversification, both in terms of stocks held and the style of investing. Different styles of investing perform well in different market situations. However, one cannot predict the market over the duration of an SIP and hence selecting the two or three style funds ensures returns on a portfolio basis.
The stock market is always changing. It does not mean you churn your portfolio very often. However, you need to benefit from new opportunities and exit old ones that have become less attractive. With PRO you get to do just that, since it follows a robust process for both buying and selling. This ensures you stay objective and research-driven and rotate stocks only when it is required.
You will see all the recommendations and the reasons behind the same in one place, transparently. So you can take a decision on which is the bigger step in execution. Once you are convinced, you can execute the stocks transactions with ease through smallcase gateway (8 brokers are covered) available on our site.